ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 29 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,214,184 | -12.8% | 11,746 | -17.9% | 0.00% | – |
| Q1 2023 | $1,392,020 | +10.6% | 14,305 | +2.3% | 0.00% | – |
| Q4 2022 | $1,258,140 | -62.3% | 13,984 | -64.4% | 0.00% | -100.0% |
| Q3 2022 | $3,339,000 | +1.3% | 39,330 | +7.2% | 0.00% | 0.0% |
| Q2 2022 | $3,295,000 | -22.2% | 36,692 | -6.4% | 0.00% | 0.0% |
| Q1 2022 | $4,236,000 | +216.8% | 39,191 | +234.1% | 0.00% | – |
| Q4 2021 | $1,337,000 | -62.8% | 11,729 | -66.4% | 0.00% | -100.0% |
| Q3 2021 | $3,594,000 | +0.3% | 34,878 | +0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,585,000 | +8.5% | 34,866 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,303,000 | +4.9% | 34,866 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,148,000 | +40.2% | 34,866 | +26.1% | 0.00% | 0.0% |
| Q3 2020 | $2,245,000 | +9.7% | 27,642 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,046,000 | +20.3% | 27,642 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,701,000 | -18.1% | 27,642 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $2,077,000 | +9.0% | 27,642 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $1,905,000 | +1.3% | 27,642 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $1,880,000 | +3.6% | 27,642 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $1,814,000 | +279.5% | 27,642 | +233.6% | 0.00% | – |
| Q3 2017 | $478,000 | -6.6% | 8,285 | -9.9% | 0.00% | – |
| Q2 2017 | $512,000 | -7.7% | 9,198 | -10.6% | 0.00% | – |
| Q1 2017 | $555,000 | +5.9% | 10,294 | 0.0% | 0.00% | – |
| Q4 2016 | $524,000 | -82.7% | 10,294 | -83.2% | 0.00% | -100.0% |
| Q3 2016 | $3,026,000 | +1.7% | 61,309 | -1.6% | 0.00% | 0.0% |
| Q2 2016 | $2,975,000 | +27.0% | 62,309 | +24.6% | 0.00% | 0.0% |
| Q1 2016 | $2,342,000 | -0.3% | 50,000 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $2,349,000 | +6.8% | 50,000 | -0.9% | 0.00% | 0.0% |
| Q3 2015 | $2,200,000 | -7.4% | 50,437 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $2,376,000 | +1.2% | 50,437 | +0.5% | 0.00% | 0.0% |
| Q1 2015 | $2,347,000 | -1.3% | 50,200 | -0.3% | 0.00% | 0.0% |
| Q4 2014 | $2,377,000 | – | 50,369 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gilbert & Cook, Inc. | 566,111 | $58,518,855 | 9.23% |
| Strategic Equity Management | 235,177 | $24,310,218 | 9.16% |
| KM Capital Management Ltd. | 114,384 | $11,823,929 | 8.09% |
| DOHJ, LLC | 123,050 | $12,752,891 | 5.69% |
| WFA Asset Management Corp | 84,968 | $8,783,130 | 5.25% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 117,527 | $12,148,776 | 4.12% |
| TOMPKINS FINANCIAL CORP | 213,300 | $22,048,821 | 3.47% |
| ShoreHaven Wealth Partners, LLC | 43,715 | $4,518,820 | 3.11% |
| Dechtman Wealth Management, LLC | 95,263 | $9,847 | 2.92% |
| Pegasus Partners Ltd. | 155,506 | $16,074,613 | 2.26% |